The Financial Planning Association of Australia The Financial Planning Association of Australia

Gold Coast Chapter Lunch Event

Friday, 23 February 2018, 12:15pm to 2:00pm

The FPA Gold Coast Chapter Committee invites you to a Lunch Event on Friday 23 February 2018 at the Lakelands Golf Club.

At this event, you will hear from Sam Benjamin of Smarter Money Investments, in a Question and Answer style session delving into a very personal and profound experience, and the role of Personal Insurances.

In 2011, professional couple Sam & Erin, both working in Financial Services, recently married, were saving for their first home but were confronted with a life changing event. Just a month after her 30th birthday, Erin survived not 1 but 2 strokes. Her survival was down to the rapid medical intervention received within minutes of symptoms presenting. 

Whilst Erin was in ICU Sam was reminded by a colleague of Erin’s that she held a trauma policy, and IP as well.

The session will explore the policies, the motivation for taking them out, the claims process and the overall impact that holding those polices has had. Finishing with an update of where they are now and what new changes have happened since.

Sterling Grant, from Macquarie, will be there to present on Australian and Global Insights. Macquarie’s VAN member embarked on a US Tour in 2017. What insights and learning’s can be shared with advisers in Australia? We will discuss some of these themes and what it means for your business.

You will also hear from Michael Tape of Griffith University and Matthew Brown with an FPA Chapter Update.

The Committee looks forward to seeing you there!

FPA Gold Coast Chapter Committee 

Event Details:
Date: Friday 23 February 2018
Registration Time: 12:00pm 
Event Time: 12:15pm to 2:00pm 
Venue: Lakelands Golf Club, 100 Lakelands Drive, Merrimac, QLD 4226
(A sit-down plated lunch will be provided)

RSVP: By Friday 16 February 2018
Individual Cost: Members $45 I Non-Members $55 
Table of 8: Members $315 I Non-Members $385

Chapter: QLD-Gold Coast
Venue: Lakelands Golf Club
Address: Merrimac QLD 4226

Member = $45.00, Non-Member = $55.00, Table of 8 Member = $315.00, Table of 8 Non-Member = $385.00

Contact: [email protected]